3 / 5 Stars
4 5 2 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#29 in Small Value
U.S. News evaluated 119 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.40 percent over the past year, 14.36 percent over the past three years, and 26.06 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.2%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||26.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund is designed to capture the returns and diversification benefits associated with equity securities of a broad and diverse cross-section of small-cap companies in the United States. The subadviser uses a market capitalization-weighted approach to invest in companies that are smaller than the 500th largest U.S. company. It buys "value stocks," which are stocks of companies that the subadviser has determined primarily to have high book values in relation to the prices at which their common stocks trade in the market.
Fees are Low compared to funds in the same category.
Nationwide U.S. Small Cap Value Fund has an expense ratio of 1.39 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.